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Show or Hide a Block When a Task or Form Is Completed

Jan Niklas Wick avatar
Written by Jan Niklas Wick
Updated over 2 weeks ago

You can control the visibility of any block in a space based on workflow triggers—such as a task being completed, a form submission, or a milestone being reached.

This allows you to progressively reveal content, guide customers step-by-step, or hide information once certain steps are done.

This article explains the three-step setup:

  1. Create a space property

  2. Use it to control block visibility

  3. Update the property via a workflow when a trigger occurs


1. Create a Space Property

To control visibility, you first need a space property that acts as the switch.

How to set it up:

  1. Open Space Properties from the dashboard.

  2. Create a new property (e.g., Show block)

  3. Choose Dropdown as the type.

  4. Add two options, for example: Yes and No.

  5. Make it required so every space has a value.

This property will later be updated automatically by your workflow.


2. Configure Block Visibility in Your Template

Next, decide which block should appear or disappear based on the property value.

Steps:

  1. Open your template.

  2. In the left-hand sidebar, search for the block you want to control, click the grey three-dot menu and select "Set block automation".

  3. Add a rule such as:

    • Show this block only when Show block = Yes

Tip: Blocks controlled by automation are hidden by default unless the rule conditions are met.


3. Create a Workflow to Update the Property

The final step is connecting the property to an event (task completed, form submitted, milestone completed, etc.).

How to set it up:

  1. Go to Workflows in the dashboard and create a new workflow.

  2. Select your template.

  3. Add a Trigger, for example:

    • Task completed

    • Form submitted

    • Milestone completed

  4. Choose the specific task/form/milestone that should trigger the change.

  5. Add an Action → "Set property".

  6. Select your space property (e.g., Show block) and update it to the desired value, in this example "No".

  7. Optional: Add a notification so viewers are informed automatically.

💡 Important: For the block to be visible at first, you must select "Show block = Yes" during space creation (in this example).


Example Scenario

You want to show a “Next Steps” block only until a specific onboarding task is completed.

  • The block is visible when Show block = Yes.

  • A workflow updates the property to No when the task is marked done.

  • As soon as the workflow runs, the block disappears automatically.

This works the same way for forms or milestones—simply select a different trigger.

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